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Interactive sales alerts that update records based on interaction

Question asked by Andrew Sielen on May 1, 2018
Latest reply on May 3, 2018 by Andrew Sielen

I would like to set up a sales alert that has a couple links in it that when followed update the lead/contact record. Ideally we could have multiple link options in the sales alert and each one would flag the person differently. Essentially we could use this to send info to our SDRs and have them categorize leads directly from the email.


I was thinking I could spin up a landing page with an auto-submited form that pulls the leads email address from a hash in the url. However I could see some issues with that, namely from what I understand it would mess up the Munchkin tracking since now the SDR IP would be associated with the email.


I could see also setting this up using the Marketo API, the landing page would be just for internal use so it shouldn't get external traffic, but no guarantee.


Anyone have a solution for this? Happy to write some code, or set this up in SFDC instead of Marketo. Just looking to be pointed in the right direction.